Core Insights - Private companies in the U.S. are seizing the opportunity presented by doubts surrounding federal economic data, developing alternative products to government statistics [1] - A significant shift is occurring as one platform offers free access to data, contrasting with the previous profit-driven models in this sector [1] - The demand for real-time information is increasing as government policies and the overall economic landscape change rapidly [1] Group 1: Private Data Providers - Revelio Labs is providing macro-level employment data for free, previously sold to hedge funds and private equity firms, in response to the firing of the BLS director [2] - Revelio Labs claims to cover over 85% of the U.S. employment population, compared to the BLS's estimated coverage of only 27% [2] - OpenBrand is selling inflation data and has launched a new product to track price changes in real-time, responding to the demand from businesses for immediate insights [4] Group 2: Trust and Reliability Concerns - The recent firing of BLS director due to alleged data manipulation has raised concerns about the reliability of official data [3] - There is a growing skepticism towards BLS data, exacerbated by frequent publication errors and declining survey response rates [3] - Claudia Sahm argues that private data cannot be considered public goods due to the profit motives of private companies, contrasting with the non-profit nature of government statistics [5] Group 3: Market Dynamics - The political climate in the U.S. increases the risk of government shutdowns, leading to more attention on third-party data providers [2] - Companies like Motio Research are exploring monetization strategies while still aiming to provide some data for free, emphasizing the public good aspect of data [4] - Private data providers often calibrate their data against official statistics, acknowledging the traditional authority and reliability of government data [5]
美国官方数据公信力受质疑 私营机构趁势崛起提供“替代方案”
智通财经网·2025-08-28 05:17